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BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $140M invested in BlackRock Debt Strategies Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 86 → 87 (+1)

3% more capital invested

Capital invested by funds: $136M → $140M (+$3.86M)

0.36% more ownership

Funds ownership: 25.23% → 25.59% (+0.36%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.7M
2
GC
Guggenheim Capital
Illinois
+$2.25M
3
BI
Bramshill Investments
Florida
+$771K
4
Jane Street
Jane Street
New York
+$714K
5
TLCM
Twin Lakes Capital Management
California
+$665K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.46M
2
PAS
Park Avenue Securities
New York
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.02M
4
SFS
Shaker Financial Services
Virginia
-$960K
5
SC
Stolper & Co
Oklahoma
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
Trek Financial
Arizona
$180K – – –
AWA
52
Arete Wealth Advisors
Illinois
$172K +$117 +10 +0.1%
SWM
53
SeaCrest Wealth Management
New York
$163K – – –
MA
54
MJP Associates
Connecticut
$162K +$117 +10 +0.1%
EH
55
Equitable Holdings
New York
$161K +$16.2K +1,384 +11%
FWM
56
Focused Wealth Management
New York
$152K -$13.1K -1,119 -8%
Goldman Sachs
57
Goldman Sachs
New York
$151K +$150K +12,877 New
Truist Financial
58
Truist Financial
North Carolina
$150K – – –
AF
59
Allworth Financial
California
$138K – – –
LWM
60
Laidlaw Wealth Management
New York
$131K +$131K +11,218 New
AM
61
Ares Management
California
$126K – – –
CFG
62
CKW Financial Group
Hawaii
$90K – – –
SWM
63
Spire Wealth Management
Virginia
$89K +$117 +10 +0.1%
GWSG
64
GPS Wealth Strategies Group
Colorado
$79K – – –
CWS
65
Confluence Wealth Services
Pennsylvania
$57K +$57.6K +4,932 New
SPIA
66
Steward Partners Investment Advisory
New York
$41K – – –
EVM
67
Eaton Vance Management
Massachusetts
$37K – – –
UB
68
UMB Bank
Missouri
$31K +$31.1K +2,666 New
AWM
69
AllSquare Wealth Management
New York
$29K +$11.7K +1,000 +67%
TRCT
70
Tower Research Capital (TRC)
New York
$20K +$19.8K +1,696 New
CFRPA
71
Castle Financial & Retirement Planning Associates
New Jersey
$17K +$17.8K +1,526 New
APA
72
American Portfolios Advisors
New York
$13.4K – – –
AWM
73
Accel Wealth Management
Iowa
$12K – – –
SWM
74
Sugarloaf Wealth Management
Georgia
$11K – – –
CA
75
CoreCap Advisors
Michigan
$8K +$7.7K +660 New
1 2
3
4 5

DSU Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2021, worth a combined $140M — up 2.8% from $136M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSU positions and 14 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Invesco, cutting an estimated $2.46M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $140M of BlackRock Debt Strategies Fund stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 17 funds opened new BlackRock Debt Strategies Fund positions in Q4 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2021 was Morgan Stanley, an estimated $10.7M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2021 was Invesco, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.